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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-14 |
| TN | RA | APPROVED | 2025-03-24 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
6263 Poplar Ave Ste 515, Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B. Riley Wealth Management | Memphis | TN | 04/2014 | 03/2025 |
| B. Riley Wealth Advisors, Inc. | Memphis | TN | 07/2022 | 03/2025 |
| Kingswood Capital Partners | Memphis | TN | 03/2025 | Present |
| Kingswood Wealth Advisors | Memphis | TN | 03/2025 | Present |
1) Southern Edge Wealth.Solutions,Is Investment Related,"6263 Poplar Ave., Ste. 515, , Memphis, TN, 38119, United States",Wealth Mgmt.,Wealth Advisor,3/20/2025,160 hours per month,130 hours per month during trading hours,Fee Based Compensation,Southern Edge Wealth Solutions is the DBA that I joined when coming over to Kingswood Wealth Advisors on 3/20/25. We provide fee based wealth solutions for our clients. We got our office space on 10/2/25
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-23 |
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